TickerTain
TickerTain
NewsroomShortsPortfolioConvergence
NewsroomShortsPortfolioConvergence
←
▶ 1:00 · $NVDA · Dell Technologies World 2026 Keynote | May 18–21 | Las Vegas
episode briefing
NVIDIA

Dell Technologies World 2026 Keynote | May 18–21 | Las Vegas

2026-06-05 · 2 company · 5 thematic
sentiment
2 bull0 bear0 neu
speakers
jensen huang

Co-founder, president and CEO of Nvidia. He has led the company from graphics processors into accelerated computing and AI infrastructure.

michael dell

Founder, chairman and CEO of Dell Technologies, one of the world's largest providers of computers, servers and enterprise infrastructure.

quote
“the amount of computation necessary because it's running autonomously for so long instead of just responding to a query, the amount of computation has grown 100X, 1,000 X and depending on the work that you're doing, sometimes we'll kick of…”
—jensen huang
now playing · $NVDA
$NVDA···bullish· high· posjensen huang
Huang: Agentic AI drives 100-1000x compute demand surge
Agentic AI systems require iterative reasoning, planning, and tool use, increasing compute per task 100-1000x; combined with broad enterprise adoption, total demand is growing par…
$DELL···bullish· high· posmichael dell
Dell CEO unveils agent-optimized computer line, says 'Buy Dell'
Dell and Nvidia co-developed a new line of computers (station, deskside) purpose-built for agentic AI, scaling the same architecture from a desk-side system running trillion-param…